Underlease - SA

Table of Contents

• Create a SA Underlease matter
• Complete Matter Details

Create a SA Underlease matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Leasing.

4.    Select Matter Type:  Underlease.

5.    Select party:  Underlessor or Underlessee.

Tip:  This will open the Matter file where you will complete Matter Details.

Complete Matter Details

Learn more about creating a new matter here.

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  

2.    Enter and complete all parties contact details.  

Tip:  To add an additional party, such as the Underlessor, right click on Underlessor and select Add Underlessor.

3.    Double-click Premises Details to enter the Address, Premises Details and Title Particulars.  

4.    Double-click Underlease Details and enter all relevant details.

Tip:  Underlease Details contains separate tabs for Rent, Options, Fixtures P&E, Fit Out and Shopping Centre Details for completion if required.

5.    Double-click Outgoings and enter all relevant details.  

6.    Double-click Head Lease Details and enter Head/Crown lease term and option details.

7.    To add uncommon contacts to your matter, select the gear icon.   

8.    From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Consenting Mortgagee, Owners Corporation, Legal Agent and Strata Manager.

9.    Select Save.